CAPITOL SECURITIES MANAGEMENT, INC.

4050 Innslake Drive
Suite 250
Glen Allen, Virginia 23060
Tel: 888-612-1484

About CAPITOL SECURITIES MANAGEMENT, INC.

CAPITOL SECURITIES MANAGEMENT, INC, formally registered with the SEC as CAPITOL SECURITIES MANAGEMENT, INC. The firm was established in 03/16/1992. They have over 38 offices throughout the country.

CAPITOL SECURITIES MANAGEMENT, INC. is a Glen Allen, Virginia based Financial Planning firm with nearly $1,402,537,067 assets under management, offering retirement planning & investment advisory services to 3470 clients. The firm is staffed with 177 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	14169
SEC#	801-41033
Assets Managed by Firm	$1,402,537,067
No. of Clients	3470
No. of Advisors	177

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3470	$1,402,537,067
Individuals (other than high net worth individuals)	1640	$376,431,351
High net worth individuals	1111	$548,002,227
Pension and profit sharing plans	17	$11,307,221
Charitable organizations	10	$5,057,011
Corporations or other businesses	20	$17,456,433

More Retirement Planning firms in Glen Allen, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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